Fmb Wealth Management Dimensional ETF Tr Inflation P Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Fmb Wealth Management holds 29,874 shares of DFIP stock, worth $1.24 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
29,874
Previous 24,260
23.14%
Holding current value
$1.24 Million
Previous $982 Million
99.87%
% of portfolio
0.88%
Previous 0.55%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
135Shares Held
14.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.5 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.1 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.7 Million3.46% of portfolio